Stamos Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.52M | Sell |
25,988
-3,453
| -12% | -$988K | 1.15% | 21 |
|
|
2026
Q1 | $7.47M | Buy |
29,441
+1,283
| +5% | +$334K | 1.17% | 19 |
|
|
2025
Q4 | $7.66M | Buy |
28,158
+987
| +4% | +$265K | 1.23% | 18 |
|
|
2025
Q3 | $6.92M | Sell |
27,171
-7,190
| -21% | -$1.62M | 1.31% | 18 |
|
|
2025
Q2 | $7.05M | Buy |
34,361
+19,870
| +137% | +$4.01M | 1.26% | 20 |
|
|
2025
Q1 | $3.22M | Buy |
14,491
+8,531
| +143% | +$1.98M | 0.84% | 29 |
|
|
2024
Q4 | $1.49M | Sell |
5,960
-2,660
| -31% | -$627K | 0.35% | 87 |
|
|
2024
Q3 | $2.01M | Sell |
8,620
-7,460
| -46% | -$1.67M | 0.47% | 66 |
|
|
2024
Q2 | $3.39M | Buy |
16,080
+1,300
| +9% | +$242K | 0.72% | 30 |
|
|
2024
Q1 | $2.53M | Sell |
14,780
-610
| -4% | -$111K | 0.58% | 42 |
|
|
2023
Q4 | $2.96M | Sell |
15,390
-10,630
| -41% | -$1.96M | 0.8% | 34 |
|
|
2023
Q3 | $4.45M | Hold |
26,020
| – | – | 0.99% | 25 |
|
|
2023
Q2 | $5.05M | Sell |
26,020
-8,570
| -25% | -$1.49M | 1.18% | 23 |
|
|
2023
Q1 | $5.7M | Buy |
34,590
+3,730
| +12% | +$550K | 1.47% | 18 |
|
|
2022
Q4 | $4.01M | Sell |
30,860
-22,870
| -43% | -$3.27M | 1.27% | 18 |
|
|
2022
Q3 | $7.42M | Buy |
53,730
+11,140
| +26% | +$1.75M | 1.89% | 16 |
|
|
2022
Q2 | $5.82M | Hold |
42,590
| – | – | 1.76% | 23 |
|
|
2022
Q1 | $7.44M | Buy |
42,590
+14,390
| +51% | +$2.42M | 2.48% | 16 |
|
|
2021
Q4 | $5.01M | Sell |
28,200
-5,440
| -16% | -$860K | 2.32% | 20 |
|
|
2021
Q3 | $4.76M | Sell |
33,640
-5,760
| -15% | -$848K | 2.66% | 14 |
|
|
2021
Q2 | $5.4M | Sell |
39,400
-6,100
| -13% | -$790K | 2.84% | 13 |
|
|
2021
Q1 | $5.56M | Hold |
45,500
| – | – | 2.81% | 12 |
|
|
2020
Q4 | $6.04M | Sell |
45,500
-4,500
| -9% | -$541K | 2.57% | 6 |
|
|
2020
Q3 | $5.79M | Buy |
+50,000
| New | +$5.46M | 2.15% | 17 |
|
|
2020
Q2 | – | Sell |
-126,812
| Closed | -$8.06M | – | 54 |
|
|
2020
Q1 | $8.06M | Buy |
126,812
+71,920
| +131% | +$5.29M | 4.25% | 2 |
|
|
2019
Q4 | $4.03M | Sell |
54,892
-21,908
| -29% | -$1.41M | 3.25% | 2 |
|
|
2019
Q3 | $4.3M | Sell |
76,800
-3,200
| -4% | -$167K | 3.82% | 4 |
|
|
2019
Q2 | $4.03M | Sell |
80,000
-118,000
| -60% | -$5.75M | 4.03% | 3 |
|
|
2019
Q1 | $8.66M | Sell |
198,000
-56,400
| -22% | -$2.39M | 11.1% | 1 |
|
|
2018
Q4 | $10M | Buy |
+254,400
| New | +$12.3M | 7.56% | 2 |
|
Other funds holding AAPL
Stamos Capital Partners's AAPL Position: Q2 2026 in Review
Stamos Capital Partners reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $988K and leaving 25,988 shares worth $7.52M. The position accounts for 1.15% of the portfolio, ranked #21.
Stamos Capital Partners first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $10M in Q4 2018. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Stamos Capital Partners held 25,988 shares of Apple worth $7.52M as of Q2 2026.
- Stamos Capital Partners sold 3,453 Apple shares in Q2 2026, an estimated $988K.
- Apple made up 1.15% of Stamos Capital Partners's portfolio in Q2 2026, its #21 holding.
- Stamos Capital Partners first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Stamos Capital Partners's Apple position peaked at $10M in Q4 2018.
- 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.